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Getting started with Groups

Groups provide a flexible way to organize your reports.

Updated this week

There are a few ways to use Groups:

  • Organize Reports

  • Limit Report Access

  • Manage Notifications

Note: Only the account owner can add or manage Groups.

How to Use Groups

Organize Your Reports

Use Groups to categorize reports in a way that makes sense for your business—commonly by location, but any structure works. Once your reports are grouped, the group name appears on the Reports List, Report Details, and the Usages tab of your Customer Billing Portal, making it easier to track usage and support billing workflows.

Limit Report Access

Groups can also be used to control which reports each user can access.

  • Add users as Group Members to restrict them to only the reports in their Group(s).

  • Users not added as Group Members will retain access to all reports.

  • The account owner cannot be added as a Group Member.

Manage Notifications

If enabled for your account, Groups can also control report-related notifications.


Managing Groups

You can view, create, and manage Groups directly from the Groups page in Yardstik.

Viewing the Groups List

The Groups list displays all Groups associated with your account.

  • If you're not a member of any Group, you'll see all Groups.

  • If you're a Group Member, you'll only see the Groups where you're a member.

Each row in the list shows:

  • Group Name

  • Members Count

  • Group ID (used for integrations like Avionte)

  • Date Created

  • Number of Reports

Click on a Group row to view its full details, including members and notification settings.


Adding a Group (Account Owners Only)

Only the account owner can create or edit Groups.

Click the ADD GROUP button from the Groups list.


Group Name

Choose a name that clearly identifies the Group—it will appear in dropdown menus for your users.

Description (Optional)

Add any additional context or notes about the Group.

Members (Optional)

To limit report access, add users as Group Members:

  1. Click ADD MEMBERS.

  2. Select users from the dropdown (searchable).

  3. Click + ADD MEMBER to add more.

  4. Remove any entry with the trash can icon.

  5. You can update members after the Group is created.

Skip this section if you don’t need to restrict report access.

Notifications (If Enabled for Your Account)

You’ll see this section if Group Notifications are enabled for your account.

  • Use the toggle to control whether Group Members receive report notifications.

  • Add custom email addresses (e.g., shared inboxes or managers) to receive notifications without being Group Members:

    • Click ADD EMAILS

    • Type each email and click + ADD EMAIL

    • Use the trash icon to remove any entry

You can manage notification settings later as needed.

Final Step

Click ADD GROUP to save, or CANCEL to discard changes.


Viewing Group Details

Click on any Group in the list to view additional information:

  • Created On: Date the Group was created

  • Group Name: The name given by the account owner

  • Description: Any notes or context provided

  • Report Assignment: Shows whether Auto-Assign is enabled for Avionte users

  • Group ID: Unique Yardstik Group identifier (used for integrations)

    • Click the copy icon to copy it to your clipboard

  • Reports: Number of reports currently assigned to this Group


Editing a Group (Account Owners Only)

  1. Click into a Group and select EDIT.

  2. You can update:

    • Group Name

    • Description

    • Auto-Assign Reports (for Avionte integration)

  3. Click SAVE to apply changes or CANCEL to discard.


Assign reports to Groups

Now that you've created your Groups, there are a few ways that you can begin assigning reports to their correct Groups.

Manually assigning reports to Groups in Yardstik
Full instructions here →

Editing the Group a Report is Assigned to


Assigning Reports via Integrations

Bullhorn

Avionté

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